Finance Score: 3

Governance Score: 8

Support Score: 5

Good reserves management: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 16

BIRMINGHAM CITIZENS ADVICE BUREAU SERVICE LTD

Birmingham Citizens Advice Bureau has twin aims:* provision of information, advice and advocacy to the people of Birmingham and* influence the development of social policy to tackle injustice, reduce poverty and social exclusionThis free, confidential and impartial advice service is provided to the standards set by national Citizens Advice

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£1,870	£1,726	£143	£0	£1,197	£1,155	8	46	18
31/03/22		£1,855	£1,894	£-39	£0	£1,054	£1,025	6.5	53	15
31/03/21		£1,917	£1,779	£138	£0	£1,093	£1,075	7.2	56	10
31/03/20		£1,971	£1,939	£32	£0	£955	£942	5.8	55	132
31/03/19		£1,807	£1,876	£-68	£0	£924	£892	5.7	45	86
31/03/18		£1,803	£1,797	£7	£0	£939	£927	6.2	50	0
31/03/17		£1,678	£1,749	£-71	£0	£932	£899	6.2	44	0
31/03/16		£2,054	£1,922	£133	£1	£1,003	£906	5.7	48	0
31/03/15		£2,124	£2,354	£-230	£15	£871	£824	4.2	60	0
31/03/14		£2,289	£2,081	£207	£10	£1,101	£1,071	6.2	70	0
31/03/13		£2,455	£2,419	£36	£21	£893	£893	4.4	68	0
31/03/12		£2,843	£2,646	£198	£19	£857	£776	3.5	90	0
31/03/11		£3,145	£3,155	£-10	£9	£660	£544	2.1	124	0
31/03/10		£2,845	£2,752	£93	£8	£670	£444	1.9	98	0
31/03/09		£2,439	£2,288	£151	£10	£576	£366	1.9	82	0
31/03/08		£2,460	£2,286	£174	£8	£426	£277	1.5	81	0
31/03/07		£2,176	£2,082	£93	£74	£252	£185	1.1	78	0
31/03/06	*	£2,453	£2,586	£-133	£0	£0	£0	n/a	0	0
31/03/05		£2,487	£2,484	£2	£0	£0	£0	n/a	0	0
31/03/04		£2,262	£2,254	£8	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 25%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 8 months
Net Current Assets/Spending: 7 months
Quick Ratio: 3.4

Asset Split ?

Established: 36 years

www.bcabs.org.uk

financeoffice@bcabs.org.uk

01212365700

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Other Charitable Purposes

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Birmingham City,

Who it helps

The General Public/Mankind

Who works here?

46 employees
18 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Henry Smith Charity - Grant to Birmingham Citizens Advice Bureau
£145,500	04/02/2021 36	towards three years' salary of an Advice Session Supervisor to support volunteers to provide benefits and financial advice to residents in Birmingham.
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£28,337	19/08/2020	A flexible grant as part of wave 1 of the Community Justice Fund. A pooled fund to support the specialist legal welfare advice sector in its response to COVID19
Henry Smith Charity - Grant to Birmingham Citizens Advice Bureau
£135,000	08/09/2016 36	towards three years' continuation funding of a Senior Practitioner to support and train casework volunteers in the West Midlands
Birmingham City Council - Mental Health Project
£73,930	01/04/2016	MENTAL HEALTH PROJECT; Health and wellbeing; Adult Social Care & Health Third Sector Grants - Advice and support
Barrow Cadbury Trust - Strength to strength
£70,000	11/07/2015 12	To embed and expand the Gateway to Birmingham Advice Services (GBAS) model
Barrow Cadbury Trust - Stronger Together
£15,000	20/12/2013	Stronger Together
National Lottery Community Fund - Gateway to Birmingham's Advice Service (GBAS)
£350,000	19/04/2013 24	The aim of this new project is to introduce a model of integrated working across the advice agencies in Birmingham, improving client journeys for people seeking advice and enabling this work to align ....more The aim of this new project is to introduce a model of integrated working across the advice agencies in Birmingham, improving client journeys for people seeking advice and enabling this work to align with local strategies.
Henry Smith Charity - Grant to Birmingham Citizens Advice Bureau
£135,000	05/12/2012 36	towards three years' salary of a new Senior Practitioner to support and train casework volunteers

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 36-76

INDERPREET KAUR JOHAL Appointed: 2023

DEE KUNDI Appointed: 2023, Occupation: Ceo/Founder/Qualified Solicitor

KAY BURTON-WILLIAMS Appointed: 2023, Occupation: Senior Mental Health Lead

PHILIP JOHN MARRIS Appointed: 2021, Occupation: Company Director

RICHARD HAINES BURDEN Appointed: 2021, Occupation: Trustee

ALICE LUCY VERNALL Appointed: 2019, Occupation: Media

CHAITALI RIMA PRAKASH DESAI Appointed: 2018, Occupation: Solicitor

ELIZABETH ANN ALVEY Appointed: 2014, Occupation: Contracts And New Services Manager

JILL LAMBERT Appointed: 2008, Occupation: Retired

LIAM BROOKER Appointed: 2018, Occupation: Project Management

LYDIA STOCKDALE Appointed: 2019, Occupation: Media

SUNDEEP GILL Appointed: 2019, Occupation: Ceo

GARETH RAYMOND MOORE Appointed: 2013, Occupation: Councillor/Caseworker, Other trusteeships: BIRMINGHAM LGBT, SIR JOSIAH MASON TRUST,

Legal constitution

Charitable company registered in England & Wales on 15/12/1987, number: 519639
Registered at Companies House on 03/12/1987, number: 02202427

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR06: 1 days late,

Main office

Citizens Advice Birmingham
Wellington House
31-34 Waterloo Street
BIRMINGHAM
B4 6TF

Objectives

THE PROMOTION OF ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN BIRMINGHAM AND ITS SURROUNDING AREA (THE PRINCIPAL AREA OF BENEFIT) AND ELSEWHERE IN HEREFORD AND WORCESTER, SHROPSHIRE, STAFFORDSHIRE, WARWICKSHIRE, THE METROPOLITAN DISTRICTS OF BIRMINGHAM, COVENTRY, DUDLEY, SANDWELL, SOLIHULL WALSALL, WOLVERHAMPTON (TOGETHER BEING THE AREA OF BENEFIT) BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

BIRMINGHAM, HEREFORD AND WORCESTER, SHROPSHIRE, STAFFORDSHIRE, WARWICKSHIRE, THE METROPOLITAN DISTRICTS OF BIRMINGHAM, COVENTRY, DUDLEY, SANDWELL, SOLIHULL, WALSALL, WOLVERHAM

Data Sources